As work is quite busy for me at the moment I seem to be bogged down with paper work every evening and itís frying my brain! Does anyone recommend a software or app that could help with Quotes, Invoices and Electrical Test Certificates. I would prefer one platform for all so it can keep it nice and tidy in one place!
Thanks in advance
20-04-21, 21:32Simm ElectricalMaking paper work easier!
For invoicing we use QuickBooks online, it's not perfect but makes life a bit simpler
I've used the inventory model within the app to preload all of our job types, and put standard costs against them. It's not really designed for that but it works, and saves typing out job descriptions etc
You send all estimates and invoices from within the app, there is also something similar called xero, but never used that
If you go down that route, speak to you accountant as they can generally offer it cheaper than we can purchase ourselves
It also offers lots of integrations with over apps
Can't help with you electrical certificate, but you might want to look at IAuditor. It's massively customizable, and might work for what you want. They have a library with 1000's of templates or you just build your own. It does not integrate with qbo
Check out service m8 as well, we have stopped using this as it only works on Apple and not android, but it does integrate with qbo
hope that helps
21-04-21, 07:06Simm Electrical
22-04-21, 14:39Ashcroft Brickwork
Have you tried the powered now app itís one of the benefits in member area
22-04-21, 20:50Simm Electrical
Hey @Simm Electrical
How're you today?
Great discussion point and advice from everyone above, have you downloaded any of the above apps at all yet? Im really keen to hear how you get on.
Ashcroft is correct in saying that we have a partnership with the PoweredNow helping you with quotes, invoices, issue certificates, managing your diary, manage VAT returns and more! See the offers and discount pages in your members area here.
Can someone link to the Powered Now offer please. Can't see it